When identified in our financial planning process, as a solution, or requested, we have access to industry-leading insurance and investment products in Canada.
From saving for your child’s education, to planning a vacation, setting aside funds for retirement income, or the management of your finances during retirement, we can help you create an investment portfolio that meets your needs. Where appropriate, through Canada Life, we can request the assistance of a Private Wealth & Estate Services team to help create your plan.
Through Canada Life and other providers we offer the following:
Canada Life Mutual Funds and Quadrus Investments offers:
Mutual funds for registered education savings plans (RESPs), RRSPs, RRIFs, TFSAs and registered disability savings plans (RDSPs) Make your investment decisions wisely. Important information about mutual funds is found in the funds' simplified prospectus. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Unit values and investment returns will fluctuate. Solutions BankingTM products and services, offered through select distributors, are provided by National Bank of Canada, which is a licensed user of Solutions Banking, a registered trademark of Power Financial Corporation. Solutions Banking™ products and services are provided by National.
Financial Horizons Group is pleased to work with the following providers and partners in order to offer the insurance, investments, group benefits and succession planning that constitute an array of services.
Assumption Life: www.assumption.ca
Blue Cross: www.bluecross.ca
Canada Protection Plan: www.cpp.ca
Desjardins Financial Security: www.desjardinslifeinsurance.com
Edge Benefits: www.edgebenefits.com
Empire Life: www.empire.ca
Equitable Life of Canada: www.equitable.ca
Humania Assurance Inc.: www.humania.ca
Industrial Alliance: www.inalco.com
IA Excellence: www.iaexcellence.com
La Capitale: www.lacapitale.com
Meridian Credit Union: www.meridiancu.ca
RBC Insurance: www.rbcinsurance.ca
Sun Life Financial: www.sunlife.ca
UL Mutual: www.ulmutual.ca